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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,370 | $89,367-73.8% | $141,191-83.4% | $72,975-68.0% |
| Participation rate | 85.7% | 75.1%+10.6pp | 82.5%+3.2pp | 69.5%+16.2pp |
| Annual return | 67.04% | 111.87%-44.8pp | 71.41%-4.4pp | 81.01%-14.0pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $8,343 | $5,419+54.0% | $6,710+24.3% | $3,608+131.3% |
| Admin fee / account holder | $625 | $5,957-89.5% | $10,264-93.9% | $5,124-87.8% |